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Vanguard S&p 500 Etf idx shares owned by Carter Financial Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 2.0k 612.84
2025-06-30 $923k 1.6k 568.00
2022-03-31 $249k 600 415.00

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